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senior living
Planning
June 13, 2025

A Financial Planning Guide for Senior Living Facilities

Most of us dream of aging in place, staying in our homes until our final days. There’s comfort in familiar surroundings and a sense of control that comes with being in our own space. But...
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All BlogsChildren and MoneyFinancial Foundations EducationGeneralInsuranceInvestingPlanningRetirementSaving and BudgetingTaxesTransitions

Retirement

financial advisor
Investing, Planning, Retirement, Saving and Budgeting
April 4, 2025

What are the Benefits of Working with a Financial Advisor?

As an investor, it is easy to get caught up chasing returns and seeking yield in a portfolio. Available benchmark information encourages this focus on matching or beating the market. Therefore, performance seems to be...
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year end financial review
Planning, Retirement, Saving and Budgeting
December 13, 2024

Year-end Financial Review: Prioritizing Your Financial Future

For many, December is a time for celebrating, shopping, gift giving, and gathering with family and friends. It can also mean taking a break from work and allowing time for reflection. This year, consider carving...
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annuities
Planning, Retirement
November 15, 2024

Understanding Annuities

Planning for retirement income raises many questions, including whether annuities should be part of your future income strategy. While there’s no one-size-fits-all answer, understanding annuities is key to making informed decisions. In this blog, we’ll...
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inherited IRA
Planning, Retirement
October 4, 2024

New Rules for Inherited IRA Required Distributions

The landscape of inherited Individual Retirement Accounts (IRAs) has undergone significant changes in recent years with the introduction of the SECURE Act in 2019 and its subsequent enhancement, SECURE 2.0. Below, we will outline the...
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Hidden Costs of Financial Mistakes
Insurance, Investing, Planning, Retirement, Saving and Budgeting, Taxes
May 31, 2024

The Hidden Costs of Financial Mistakes – and How to Avoid Them!

Selecting the right financial advisor is an important decision. Knowing what qualities to look for and how to evaluate an advisor’s expertise can be challenging. What criteria should you use? What is the yardstick by...
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HSA
Investing, Planning, Retirement
February 29, 2024

The Lesser-Known Benefits of HSAs

Health Savings Accounts (HSAs) are growing rapidly. Serious savers are embracing their immediate tax benefits and are learning of their even greater long-term value. The basics of HSAs are largely understood, namely, that they are...
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Investing, Planning, Retirement, Saving and Budgeting
February 23, 2024

What Financial Mistake Did You Make in Your 20s?

There’s a saying that “hindsight is 20/20” and the older one gets, the more often that phrase seems to be used! A young person doesn’t always have the information – or knowledge- to make the...
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Investing, Planning, Retirement
February 18, 2024

Ready to Save? Let’s Prioritize How and Where to Save Your Hard-Earned Dollars

There are innumerable articles encouraging individuals and families to “save more, spend less” and “save early, save often.” These are admirable goals, but these articles often fail to address how to prioritize your savings and...
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QLAC
Retirement, Transitions
February 2, 2024

Qualified Longevity Annuity Contracts (QLAC): What is a QLAC and who can benefit from one?

Laurie, a single woman living in Boston, just turned 70. She loves her work as a consultant to startups and plans to work as long as she can. Laurie has been a disciplined saver over...
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HTG Advisors

50 Locust Avenue
New Canaan, CT 06840
203.972.8262
info@htgadvisors.com

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